Viawealth, LLC Incresed Positions in Q2 2024

Viawealth, LLC

  • $161 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
54.6K
+ 830.3%
$118.11 - $1224.4 $6.45M - $66.8M
61.2K $7.56B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.97K
+ 17.44%
$77.99 - $80.49 $544K - $561K
47K $3.75B
FTLS
First Tr Long/Short Equity ETF

ETFs
5.55K
+ 10.95%
$59.06 - $63.19 $328K - $350K
56.2K $3.52B
PANW
Palo Alto Networks Inc

Technology
590
+ 30.01%
$265.2 - $340.82 $156K - $201K
2.56K $867M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.7K
+ 15.59%
$51.55 - $52.29 $242K - $246K
34.9K $1.82B
AMGN
Amgen Inc

Healthcare
10
+ 0.13%
$262.75 - $319.31 $2.63K - $3.19K
7.57K $2.37B
ENB
Enbridge Inc

Energy
6.21K
+ 51.23%
$32.97 - $37.83 $205K - $235K
18.3K $652M
SCHO
Schwab Short Term Us Treasury

ETFs
3.6K
+ 45.51%
$47.75 - $48.13 $172K - $173K
11.5K $554M
MXI
Ishares Global Materials ETF

ETFs
2.18K
+ 56.58%
$84.78 - $91.93 $184K - $200K
6.02K $511M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.7K
+ 7.54%
$104.54 - $108.46 $177K - $184K
24.2K $2.59B
VTI
Vanguard Total Stock Market Et

ETFs
379
+ 20.34%
$245.23 - $269.4 $92.9K - $102K
2.24K $600M
ORCL
Oracle Corp

Technology
352
+ 10.09%
$113.75 - $144.64 $40K - $50.9K
3.84K $542M
CRM
Salesforce, Inc.

Technology
850
+ 25.96%
$218.01 - $304.74 $185K - $259K
4.12K $1.06B
GSIT
Gsi Technology Inc

Technology
28.8K
+ 123.34%
$2.54 - $5.4 $73.2K - $156K
52.2K $138M
NVS
Novartis Ag

Healthcare
185
+ 6.13%
$92.57 - $107.37 $17.1K - $19.9K
3.2K $341M
MDT
Medtronic PLC

Healthcare
2.11K
+ 13.37%
$78.71 - $87.02 $166K - $183K
17.8K $1.4B
META
Meta Platforms, Inc.

Communication Services
11
+ 0.94%
$430.17 - $527.34 $4.73K - $5.8K
1.18K $595M
KO
Coca Cola CO

Consumer Defensive
5
+ 0.05%
$58.06 - $64.15 $290 - $321
10.2K $650M
SNOW
Snowflake Inc.

Technology
425
+ 30.91%
$124.21 - $165.04 $52.8K - $70.1K
1.8K $243M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.18%
$389.49 - $470.41 $389 - $470
543 $246M
ACN
Accenture PLC

Technology
188
+ 20.87%
$281.76 - $339.17 $53K - $63.8K
1.09K $330M
LMT
Lockheed Martin Corp

Industrials
11
+ 1.32%
$447.57 - $471.51 $4.92K - $5.19K
847 $396M
MS
Morgan Stanley

Financial Services
12
+ 0.4%
$86.19 - $101.53 $1.03K - $1.22K
2.98K $290M
SOUN
Soundhound Ai, Inc.

Technology
7K
+ 63.64%
$3.55 - $5.56 $24.9K - $38.9K
18K $71.1M
SON
Sonoco Products CO

Consumer Cyclical
1.06K
+ 15.67%
$50.72 - $61.45 $53.8K - $65.1K
7.83K $397M
AMT
American Tower Corp

Real Estate
78
+ 2.56%
$171.0 - $200.41 $13.3K - $15.6K
3.12K $607M
FANG
Diamondback Energy, Inc.

Energy
6
+ 0.39%
$185.97 - $208.26 $1.12K - $1.25K
1.55K $311M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33
+ 0.98%
$76.35 - $77.35 $2.52K - $2.55K
3.4K $262M
XOM
Exxon Mobil Corp

Energy
50
+ 1.2%
$108.36 - $122.2 $5.42K - $6.11K
4.23K $487M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
104
+ 1.54%
$36.4 - $37.62 $3.79K - $3.91K
6.85K $254M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.09%
$173.33 - $185.29 $1.21K - $1.3K
7.76K $1.42B
PARA
Paramount Global

Communication Services
6.15K
+ 12.2%
$9.61 - $13.86 $59.1K - $85.2K
56.5K $587M
CVX
Chevron Corp

Energy
2
+ 0.03%
$152.57 - $166.33 $305 - $333
6.46K $1.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
567
+ 2.83%
$159.21 - $168.37 $90.3K - $95.5K
20.6K $3.38B
UPS
United Parcel Service Inc

Industrials
213
+ 6.44%
$134.2 - $152.27 $28.6K - $32.4K
3.52K $482M
VEA
Vanguard Ftse Developed Market

ETFs
37
+ 0.16%
$47.83 - $51.21 $1.77K - $1.89K
23K $1.14B
COF
Capital One Financial Corp

Financial Services
6
+ 0.26%
$133.7 - $148.87 $802 - $893
2.3K $318M
ABBV
Abb Vie Inc.

Healthcare
728
+ 5.19%
$154.79 - $180.76 $113K - $132K
14.7K $2.53B
MCD
Mcdonalds Corp

Consumer Cyclical
159
+ 5.95%
$249.37 - $280.22 $39.6K - $44.6K
2.83K $721M
PSX
Phillips 66

Energy
2
+ 0.11%
$135.85 - $172.71 $272 - $345
1.79K $253M
WYNN
Wynn Resorts LTD

Consumer Cyclical
1
+ 0.02%
$88.13 - $107.46 $88.1 - $107
4.16K $372M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
367
+ 1.53%
$102.13 - $110.88 $37.5K - $40.7K
24.4K $2.6B
SHOP
Shopify Inc.

Technology
415
+ 5.52%
$56.97 - $78.19 $23.6K - $32.4K
7.94K $524M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
87
+ 0.33%
$75.81 - $80.15 $6.6K - $6.97K
26.4K $2.05B
HRL
Hormel Foods Corp

Consumer Defensive
8
+ 0.05%
$30.22 - $36.77 $242 - $294
17.1K $522M
ALB
Albemarle Corp

Basic Materials
73
+ 1.98%
$92.77 - $135.46 $6.77K - $9.89K
3.77K $360M
SLB
Schlumberger Limited

Energy
20
+ 0.11%
$43.0 - $55.22 $860 - $1.1K
18.3K $861M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.48K
+ 2.64%
$95.76 - $100.68 $142K - $149K
57.6K $5.53B
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 1
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